Some attorneys prefer to view their contacts list to show Last Name, First Name. Now you can, with the Display Names setting.

The display name settings will allow you to change the display name of all your contact, matter, and user names.

The available options are:

Contacts

  • First Middle Last (Default)
  • Last, First Middle
  • Number - First Middle Last
  • Number - Last, First Middle

Matters

  • Contact name - Matter name
  • Number - Contact display name - Matter name
  • Number - Open year date - Open month date - Matter name
  • Number - Open year date - Matter name
  • Matter name (Default)

Users

  • First Middle Last (Default)
  • Last, First Middle

What happens now?

When you save your display name settings, all your contact, matter, and user names will update automatically to reflect your changes. See below:

Enjoy!

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